Lauren Smith, MBA, CFP®
Lauren Smith likes making money – especially for other people. As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with Green Financial Group, Lauren Smith helps guide clients to their best retirement outcomes through comprehensive planning and portfolio management. Lauren serves as a sounding board to her clients whether that means developing a retirement plan, advising on strategic timing of Social Security withdrawals, establishing a client’s most optimal cash flow or supporting clients through unexpected financial situations. Her goal is always to make the retirement planning and wealth management process both straightforward and strategic so that her clients have the road map they need for their continued success and most importantly, financial confidence.
Lauren’s focus on retirement planning is deeply personal. The daughter of a doctor and a small business owner, Lauren has vivid memories of seeing her parents work hard and make sacrifices throughout their lives to ensure their family’s well-being and happiness. As an adult armed with financial expertise, Lauren has been able to help them make a plan and employ strategies so they can achieve the well-deserved retirement of their dreams. But obviously, not everyone has a daughter who is a financial advisor. Lauren prides herself on being able to take on that role in other families where people, just like her parents, are making these important, and sometimes complicated, decisions about their lives. The most rewarding part for her at the end of the day is being able to make a big impact on her clients’ futures. Given her passion for retirement planning as well as her youthful perspective, Lauren is uniquely suited to cohesively serve Green Financial Group’s current clients as well as their next generations.
Ever the entrepreneur, Lauren would find ways to create and preserve wealth, even when she was growing up. She was known for collecting seashells on family trips to Florida and charging admission for people to look at them. And her interest in finance as a career piqued in middle school when her team won a stock market simulation game run by the Houston Chronicle. Later, Lauren graduated with Honors from the University of Georgia with her degree in Finance. Competitive by nature, Lauren has always worked hard to take anything she does to the next level and so decided to hone her business skills by attending graduate school at the University of Houston. While there, she earned a dual MBA at the Bauer College of Business and Masters in Science in Hospitality Management at the Conrad Hilton School. Lauren also holds the AAMS (Accredited Asset Management Specialist) designation from the College of Financial Planning, the series 7 and 66 and is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®).
Prior to joining Green Financial Group, Lauren spent two years in New York where she worked for a Raymond James branch in Manhattan. Lauren is originally from Beaumont, Texas and is happy to finally be back in the Lone Star State. A devout Bulldog, every fall you can find Lauren in Athens, Georgia in the stands of UGA football games. She also loves travelling with friends and spending time with her cat, Pippa, and dog, Mamba.